MarketsSuper InvestorsCarniwal Investments Limited
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Carniwal Investments Limited

Corporate / BodyDisclosed Indian equity holdings above the 1% filing threshold.

Disclosed value
₹293 Cr
Today
+₹12.5 Cr +4.44%
Companies
4
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
0%-28.7%-4.4%JunSeptDecMarJun
This portfolio -28.7% NIFTY 50 -4.4%behind NIFTY by 24.3 pts
Today’s disclosed holdings valued back over the past year vs the NIFTY 50, rebased to 0%. Not a record of actual trades.
Sector allocation
Construction51.9%
Financial Services47.5%
Healthcare0.5%
Portfolio X-ray
Top-5 weight
100%
Wtd P/E
31.3
Wtd ROE
6.1%
Holdings
4
By market cap
Large 0% Mid 52% Small 48%
Holdings · 4
CompanyStakeValueTodayQ/QP/EROE
KEC International Ltd
KEC · Construction
1.12%₹152.3 Cr+1.65%22.511%
STEL Holdings Ltd
STEL · Financial Services
7.48%₹85.1 Cr+11.28%56.61%
Summit Securities Ltd
SUMMITSEC · Financial Services
3.25%₹54.4 Cr+2.51%16.01%
RPG Life Sciences Ltd
RPGLIFE · Healthcare
0.04%₹1.5 Cr+3.65%33.020%
Stake history by quarter (%) increased trimmed
CompanyMar '26Dec '25Sept '25Jun '25
KEC International Ltd1.12·1.121.12
STEL Holdings Ltd7.487.487.487.48
Summit Securities Ltd3.253.253.253.25
RPG Life Sciences Ltd0.040.040.044.00

Holdings are taken exactly as filed in public shareholding disclosures, shown only once a stake crosses the 1% disclosure threshold, so this is the holder’s large positions, not every holding. Value = disclosed shares × latest market price, so it moves daily while share counts update each quarter; “Q/Q” compares with the prior filing (pp = percentage points). Names are shown as filed and folded only for capitalisation and spacing, never different spellings; a common name could, in principle, represent more than one person. For information only, not investment advice.